Representative, Rx Client Reporting

The Rx Client Reporting Representative works under the guidelines of the assigned manager and in collaboration with the client and other team members to perform analysis and reporting. The Representative ensures all client reports are accurate and delivered within the specified SLA. In addition to reporting, the position is responsible for creating and troubleshooting EDI files.

• Establish and foster an ongoing relationship with assigned clients
• Fulfill deliverables accurately and timely within the established SLA
• Responsible for analyzing data
• Interface with internal departments to identify and troubleshoot client issues
• Complete all assigned Salesforce cases within the established SLA
• Manage and maintain master data files and system parameters at a client level
• Work efficiently and accurately in an atmosphere of frequent interruptions
• Prioritize and manage multiple tasks requiring timely follow‑up and completion of all projects
• Proceed independently and carry assignments to completion with minimal instruction
• Share best practices and make recommendations to customers and account managers
• Actively participate in client conference calls
• Understand clients’ business objectives
• Create EDI files and, when issues occur, troubleshoot
• Perform routine maintenance to ensure client receives all qualifying debit memos via EDI
• Research client issues with a sense of urgency based on the client’s priority, resourcefulness and taking ownership of the issues until completion
• For Salesforce cases requiring Operations to research, create an OPS Research case in SF and monitor through completion. Close OPS Research cases as Operations resolves
• Work as a team in a POD structure (AM, Reporting Representative and Rx Returns Representative) to provide an enhanced client experience
• Understand the clients’ policy and work with the Policy to update the clients’ policy yearly
• Actively participate in client meetings and internal meetings

• Performs other duties as assigned
• Complies with all policies and standards

• Bachelor’s Degree preferred
• 1–3 years of related experience in one or more of the following fields: retail/manufacturer supply chain, transactional/data processing environments, and/or complex business account services required
• Must be proficient in and have advanced experience with Microsoft Office Products (Word, Excel, PowerPoint), Google products and Salesforce

The physical demands described here are representative of those that must be met by an associate to successfully perform the major job responsibilities (essential functions) of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the major job responsibilities. This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job.

• Use hands to handle objects – Regularly
• Reach with hands or arms – Regularly
• Talk or hear and read instructions – Regularly
• Stand, kneel, or stoop and lift 20 pounds – Occasionally
• View items at a close range – Regularly

• Problem Solving:
  Completes routine and repetitive tasks where tasks are straightforward.
• Establish Focus:
  Communicates at a high level and is able to negotiate on a broad spectrum of matters.
• Analytical and Critical Thinking:
  Communicates using persuasion and authority.
• Communication:
  Contributes to strategy for their team.
• Collaboration:
  
  Creates internal alliances outside the immediate team or department.
• Effective Execution:
  Demonstrates support for innovation and organizational changes needed to improve effectiveness and efficiency.

• Medical, Dental, and Vision insurance
• Basic and Supplemental Life Insurance options
• 401(k) retirement plans with company match
• Health Spending Accounts (HSA/FSA)

• Flexible time off and 11 paid holidays
• Family‑building benefits, including Maternity, Adoption, and Parental Leave
• Tuition Reimbursement and certification support, reflecting our commitment to lifelong learning
• Wellness and Mental Health counseling services
• Concierge and work/life support resources
• Adoption Assistance Reimbursement
• Perks and discount programs

We are an Equal Opportunity Employer, including disability/vets.

This position is not eligible for student visa sponsorship, including F‑1 OPT or CPT. Candidates must have authorization to work in the U.S. without the need for employer sponsorship now or in the future.